Infrastructure for Collections Optimization & DSO Reduction

How data is organized into queryable, relational formats

• Customer receivables schema with invoice-level fields for due date, aging bucket, dispute status, payment method, and historical payment pattern preserved across billing cycles

Whether operational knowledge is systematically recorded

• Customer payment history capture at transaction granularity, including partial payments, short-pays with reason codes, and promise-to-pay records for model training
• Collections activity outcome logging process that records each contact attempt, customer response, and resulting payment event so the prediction model can close the feedback loop

How explicitly business rules and processes are documented

• Dunning and communication escalation policy formalised with trigger thresholds (days past due, amount, segment) and approved channel sequences as structured rules

Whether systems share data bidirectionally

• CRM and ERP integration providing unified customer profile combining credit limit, dispute history, relationship tier, and open invoice data in a single queryable context

How frequently and reliably information is kept current

• Aging bucket and DSO metric monitoring with automated refresh cadence and threshold-based escalation to collections manager when predicted DSO breach exceeds defined tolerance